Joule Financial, LLC

Q4 2025 13F Holdings

  • Location
    lexington, KY
  • Num holdings

    110

  • Value ($000)

    $333,788

  • Date Filed
    01/20/2026
  • Form type
    13F-HR
  • CIK
    0001929070
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$66.58M
20 %

898,873

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$42.24M
13 %

220,490

L
LQD

ISHARES TR

IBOXX INV CP ETF
464287242
$28.83M
9 %

261,682

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$27.33M
8 %

284,211

S
SCHA

SCHWAB STRATEGIC TR

US SML CAP ETF
808524607
$22.86M
7 %

802,607

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$22.47M
7 %

819,168

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$8.56M
3 %

137,003

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$7.92M
2 %

147,252

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$6.33M
2 %

241,297

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$6.09M
2 %

69,866

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